Jeffrey
Gollehon

Virtue Capital Management, LLC

CRD#1212338
Investment Advisor
in Aberdeen, NC

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About this Advisor

Jeffrey Gollehon is a financial advisor based in Aberdeen, North Carolina, working with Virtue Capital Management, LLC. Jeffrey has previously worked at Horter Investment Management, Jg Financial Consulting, and Virtue Capital Management, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jeffrey is part of Virtue Capital Management, LLC, which operates out of Aberdeen, North Carolina. The firm has 98 offices and 108 employees. The firm manages assets totaling $1.2 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 Magnolia Square Ct.
Aberdeen, NC 28315

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,208,391,728

NC Average: $730,596,643
Total Number of Employees

108

NC Average: 15
Total Number of Accounts

7,455

NC Average: 968
Average Account Size

$162,091

NC Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jeffrey Gollehon Work History

2018 - Present (7 years)

Virtue Capital Management, LLC

1995 - Present (30 years)

Jg Financial Consulting

2014 - 2018 (4 years)

Horter Investment Management

Disclosures

Please visit the SEC profile of Jeffrey Gollehon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

Richard Callison
Brentwood, TN
Brandon Dillard
Brentwood, TN
Matthew Hisey
Brentwood, TN
Aristotle Mcdonald
Brentwood, TN
Brooke Huckert
Brenham, TX
John Keeley
Roanoke, VA
Jeremiah Threlkeld
Brentwood, TN
Danny Miller
Pompano Beach, FL

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